Joe is a partner and Senior Wealth Advisor at Morton Wealth located in Calabasas, CA. For over 26 years, Joe has acted as a trusted advisor to business owners and high-net-worth families, providing financial planning and wealth management services to help them Get the Most Life Out of Their Wealth®. Joe is passionate about equipping business owners with the knowledge and resources they need to sell their business successfully. Over the past five years, Joe has been instrumental in developing the Strategist offering by Morton Wealth, a unique service that helps business owners make smart decisions as they build wealth and financially prepares those who are looking to transition or sell their business in the coming years. Joe has been named as one of the 200 most influential leaders in the Greater San Fernando Valley Region by the San Fernando Valley Business Journal for five consecutive years. He is also the recipient of the Trailblazer Award by the San Fernando Valley Business Journal. He is a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, he is a Certified Financial Planner, Certified Exit Planning Advisor and a member of ProVisors. He founded the Conejo Valley chapter of the Exit Planning Institute which serves as a forum where advisors can collaborate to address the needs of the local community, develop educational programs for business owners, and better prepare owners for the successful exit of their business. In 2025, he was the recipient of the EPI Exit Planner of the Year Award, EPI’s 2024 Thought Leader of the Year Award and EPI’s Member of the Year for 2023. Joe and his wife, Jennifer, live in Westlake Village with their 2 daughters and their golden doodle Abby.